Meet Kevin 对 $OKTA 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
Okta。Okta 在上调业绩指引后上涨了 9%。让我们看看软件板块。这真令人兴奋。让我们调出 Okta 的数据。Okta，Okta，Okta 涨了。Okta 上调业绩指引后上涨 9%，第三季度调整后每股收益为 93 美分。
但预期是 94 美分。所以第三季度调整后每股收益略低于预期。
Octa. Octa is up 9% after a forecast raise. Let's go for the software. Uh, that's really exciting. Let's go pull up Octa. Octa, Octa, Octa is up. Octa up 9% after forecast boost sees Q3 adjusted EPS at 93 cents. The estimate was 94 though. So Q3 adjusted EPS slight miss.
我的数据显示，第三季度营收中值超出预期约 600 万左右。这大约不到 1%。第二季度营收为 8.05 亿，对比预期的 7.92 亿。这是一次超预期表现。
I've got Q3 revenue beating at the midpoint by roughly 6ish million. That's what about less than a little less than a percent. Q2 revenue 805 versus 792. That's a beat.
第二季度营收为 8.05 亿，对比预期的 7.92 亿。这是一次超预期表现。我的数据显示，全年调整后每股收益为 3.92 美元，而预期范围是 3.79 至 3.87 美元，这也是一次超预期表现。
这里的 5 美分超额收益大概是多少？用 0.05 除以大约 3.83，约为 1.3% 左右的超预期幅度。
Q2 revenue 805 versus 792. That's a beat. I've got adjusted EPS at $3.92 for the fiscal year versus the expectations of a range of 379 to 387 which is also a beat uh a 5-cent beat here is probably what is that 005 divided by about a 1.3ish% beat.
所以 Okta 和 Salesforce 都给了软件板块一个不错的小幅提振。这很好。我们乐于听到这样的消息。这是一个良好的开端。
So both Octa and Salesforce giving us a good little boost here to the software sector. That's pretty good. We like to hear that. That's a good start.
我认为 Okta 和 Salesforce 的超预期表现不算巨大，但也绝不是严重的不及预期，对吧？比如在其业绩指引中，确实暗示他们需要增加广告支出，以便重新在客户面前建立存在感，无论是对于 Salesforce 还是 Okta。但你并没有看到那种情况。所以这是好事。
The beats, I'd say on Octa and Salesforce are like not huge, but they're not really like bad misses, right? uh like into its forecast really suggested that they needed to spend money on advertising and kind of getting back in front of customers here with Salesforce and Octa. You didn't really have that. Uh so that's good.
如果我现在快速看一下 Okta。哦，符合监管规定等等。好吧。明白了。让我快速看一下 Okta。这次表现相当不错。他们显示全年 EPS 为 3.92 美元，除以此前预期的数值。让我们看看，那是 8 美分加上 3.83... 3.92 除以 3.83，即 2.3% 的超预期幅度。全年调整后 EPS 超预期 2.3%。
Uh if I now do a really quick look at Octa. Oh, compliant with regulations and that. Okay. All right. Got it. Let me do a really quick Octa. This one was pretty good. Uh they had see fiscal year EPS at 3 point uh 3.9 2 divided by what they previously saw. Let's see that's 8 cents plus 4 is 383 divided by 3.83 2.3% beat 2.3% fiscal year EPS adjusted beat.
然后他们的业绩指引落在 8.15 亿，对比预期的 8.085 亿。业绩指引也上调了约 1%。所以我的数据显示，第三季度业绩指引上调了 1%。
I had uh Q2 revenue at 805 versus 792.8. That's pretty good. 805 divided by 792.8. That's like a 1.5% beat. Uh 1.5% beat. And then their forecast coming in at 8:15 versus 808.5 forecast raised about 1% as well. So then I've got forecast raised 1% uh for Q3.
天哪，Okta 涨了 17%，伙计。我的天，伙计。软件板块见底了。要是有人早点告诉我们就好了。
So, uh holy majolies 17% on Octa, dude. Oh my gosh, dude. The software side is bottom. Uh, if only somebody could have told us.